55I LLC’s Stanley Black & Decker SWK Stock Holding History

55I LLC’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,114	Closed	-$371K	–	525
2021 Q3	$371K	Buy	+2,114	New	+$412K	0.01%	368

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

55I LLC's SWK Position: Q4 2021 in Review

55I LLC sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 2,114 shares — an estimated $371K sold.

55I LLC first reported a position in SWK in Q3 2021 and held it in 1 quarter. The position peaked at $371K in Q3 2021. 932 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

55I LLC reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
55I LLC sold 2,114 Stanley Black & Decker shares in Q4 2021, an estimated $371K.
55I LLC first reported a position in Stanley Black & Decker in Q3 2021 and held it in 1 quarter.
55I LLC's Stanley Black & Decker position peaked at $371K in Q3 2021.
932 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on 55I LLC's 13F filing for Q4 2021, filed 9 Feb 2022.